SMH
LMT icon

Sanders Morris Harris’s Lockheed Martin LMT Stock Holding History

Sanders Morris Harris’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,439
Closed -$870K – 188
2026
Q1 		$870K Buy
+1,439
New +$886K 0.14% 133
2025
Q4 		– Sell
-1,439
Closed -$718K – 180
2025
Q3 		$718K Buy
+1,439
New +$653K 0.09% 144
2025
Q2 		– Sell
-1,389
Closed -$622K – 238
2025
Q1 		$622K Sell
1,389
-420
-23% -$193K 0.1% 137
2024
Q4 		$882K Hold
1,809
– – 0.13% 110
2024
Q3 		$1.06M Sell
1,809
-45
-2% -$24.2K 0.18% 82
2024
Q2 		$866K Hold
1,854
– – 0.14% 100
2024
Q1 		$843K Buy
1,854
+854
+85% +$374K 0.15% 103
2023
Q4 		$457K Sell
1,000
-854
-46% -$378K 0.22% 118
2023
Q3 		$756K Hold
1,854
– – 0.16% 102
2023
Q2 		$856K Buy
1,854
+1,000
+117% +$464K 0.19% 76
2023
Q1 		$404K Sell
854
-1,070
-56% -$502K 0.14% 72
2022
Q4 		$936K Hold
1,924
– – 0.35% 57
2022
Q3 		$757K Hold
1,924
– – 0.19% 89
2022
Q2 		$831K Hold
1,924
– – 0.18% 86
2022
Q1 		$849K Hold
1,924
– – 0.17% 99
2021
Q4 		$683K Buy
1,924
+535
+39% +$185K 0.12% 131
2021
Q3 		$487K Hold
1,389
– – 0.09% 168
2021
Q2 		$526K Hold
1,389
– – 0.1% 161
2021
Q1 		$524K Hold
1,389
– – 0.11% 147
2020
Q4 		$483K Hold
1,389
– – 0.11% 164
2020
Q3 		$538K Buy
+1,389
New +$530K 0.15% 130

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Sanders Morris Harris's LMT Position: Q2 2026 in Review

Sanders Morris Harris sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 1,439 shares — an estimated $870K sold.

Sanders Morris Harris first reported a position in LMT in Q3 2020 and held it in 21 quarters. The position peaked at $1.06M in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Sanders Morris Harris reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 1,439 Lockheed Martin shares in Q2 2026, an estimated $870K.
  • Sanders Morris Harris first reported a position in Lockheed Martin in Q3 2020 and held it in 21 quarters.
  • Sanders Morris Harris's Lockheed Martin position peaked at $1.06M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.